Last updated: Mar 08, 2023, 5:13 PM IST
Leading multi-family office and wealth advisory firm Waterfield Advisors launched a wealth advisory platform for high net worth women on Wednesday. Labeled Heritage, the new platform, will seek to manage and serve wealthy female clients regarding investment and non-investment needs across asset classes and geographies by offering curated financial literacy programs, the advisory said in a statement.
Heritage also pledges to focus on softer aspects of wealthy women’s challenges, such as fundraising for their businesses, education consulting for the next generation, creating impact through their philanthropic giving and preferential access to events and concierge services, said Soumya Rajan, the founder and chief executive officer from Waterfield.
“About a third of global wealth is now in the hands of women. With our distinctive proposition, we aim to help women become more confident and comfortable with their wealth, advise them on their investment decisions and build a strong community of wealthy women in the country,” she added.
Founded in 2011, Waterfield manages more than $4 billion in assets through its nine offices on behalf of some of the largest business families in the country. Waterfield offers a full range of services including investment consulting, succession planning, family management and philanthropic consulting.
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(This story has not been edited by News18 staff and was published from a syndicated news agency feed)